CUSRX Mutual Fund

NAV$14.86

Returns Overview

1 Month
+7.58%
3 Months
+14.20%
6 Months
+11.17%
YTD
+10.75%
1 Year
+19.18%
3 Years (annualized)
+8.89%
5 Years (annualized)
+4.68%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.75%
Peer Avg (YTD)
+18.52%
vs Peers
-7.77%

CUSRX Mutual Fund Performance

CUSRX performance across multiple time periods: 1-month 7.58%, YTD 10.75%, 1-year 19.18%, 3-year 8.89%, 5-year 4.68%, 10-year 10.90%.

CUSRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

CUSRX performance comparison shows side-by-side returns with another fund. CUSRX alternatives are available in the Mutual Fund Screener.